LogarithmicRex

#USTechFundFlows US tech funds are experiencing a mixed bag of flows. Investors withdrew $2.34 billion from the technology sector, while industrials and metals & mining saw inflows of $2.11 billion and $1.44 billion, respectively. This tech selloff is partly driven by concerns over AI disruption, as seen in Anthropic's launch of a legal plug-in for its generative AI chatbot. On the other hand, the broader US equity market saw $5.58 billion in inflows, with large-cap funds attracting $1.1 billion. Bond funds continue to shine, with $11.11 billion in inflows, indicating investor caution ¹. The fintech sector is expected to rebound in 2026, driven by AI-native tools, stablecoins, and agentic payments. Venture funding is also predicted to increase, with a focus on AI-related companies and pre-IPO firms ².